Biographical Data window: Achievements tab
Work With Relationships window: Enter ID Number and press Enter | right-click on ID Number in tree and choose Biograph Information | Achievements tab
Use this tab to view and update employment information, professional affiliations, and educational achievements (via collapsible panels) for the selected constituent.
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Information Does Not Exist |
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View and/or Add to Existing Feedback |
Use the Employment History panel to review, update, or add employment information for the selected constituent. Existing employment history appears in the left-hand side list with the most recent typically at the top of the list. To view detailed employment information, click on the link from the left-hand side.
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Only one employer's information can be displayed at a time. Scroll down or click the employer's link to look through the employers in the list. |
Use the right-click options to Add Row, Delete Row, Insert Row, Restore Row(s), access the Maintenance Screen for State and Country columns in this panel, and to utilize the Advanced Search and Previous Name options for the ID Number column.
Use this panel to review, update, or add education information for the selected constituent. Existing education history appears in the left-hand side list with the most recent typically at the top of the list. To view detailed education information, click on the link from the left-hand side.
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Only one education information item can be displayed at a time. Scroll down or click the education link to look through the education information in the list. |
Use the right-click options to Add Row, Delete Row, Insert Row, Restore Row(s), access the Maintain Definitions window for the Education Type column, and access the Maintenance Screen for State, Country, and Education Received columns in this panel. Advanced Search and Previous Name options are also available.
Use the Affiliations panel allow to review, update, or add professional affiliation information for the selected constituent. Existing affiliations appear in the left-hand side list with the most recent affiliation typically at the top of the list. When the you select an affiliation from the list, the details about the affiliation are displayed on the right side of the window.
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Up to three affiliations can be displayed at a time. Scroll down or click the affiliation link to look through other affiliations in the list. |
Use the right-click options to Add Row, Delete Row, Insert Row, and Restore Row(s) in this panel.
The User-Defined button is available for each of the panels:
Panel Name | Source(s) for Corresponding User Defined Columns |
Employment History |
EXTERNAL_EMPLOYMENT_HIST_UDF |
Education |
EDU_EARN_HIST and EDU_EARN_HIST_UDF |
Professional Affiliations |
EMPL_PROF_AFFIL and EMPL_PROF_AFFIL_UDF |
Enter or update a constituent's employment information
1. If the constituent's current or previous employment experience currently exists within J1 Desktop, enter or select the ID Number. Existing address and contact information automatically appears.
To quickly search for an employer within J1 Desktop, right-click and select Advanced Search. |
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If an applicant's previous employer does not exist within J1 Desktop, employer information can be entered without entering an ID Number. |
2. In the Name column, enter the name of the constituent's current or previous employer.
3. To view and/or enter feedback regarding the employee's employer:
a. Click
the Add Feedback or Review
Feedback
icon. The Review/Add
Comments and Attachments window appears.
b. To add a comment, enter it in the Comment box and click the Add button.
c. To add an attachment, click the Add Attachment button. The Select the File to Attach window appears. Locate the file, select it, and click the Open button. The file appears as an attachment.
d. To print the comments, click the Print button. The Print window appears. Select the appropriate printer and settings, and click the Print button.
e. Click the Close button. The Review/Add Comments and Attachments window closes.
4. From the Country drop-down options, select the constituent's current or previous employer's country.
If the constituent's previous employer country isn't listed, right-click and select Maintenance Screen to add a new country. |
7. Use the address columns to enter the constituent's current or previous employer's address information.
8. In the Phone column, enter the constituent's current or previous employer's contact number.
5. If the current or previous employer is affiliated with the military, select the Military Employer? checkbox.
6. If this is the constituent's current employer, select the Current Employer? checkbox.
7. In the Title column, enter the title of the position the constituent holds or held as an employee with this employer.
8. From the From Date and To Date options, enter or select the dates the constituent was employed with this employer.
9. In the Duties column, enter or paste the constituent's responsibilities in the position.
10. Save. The employment information is saved for the constituent and now appears in the left-hand side panel.
Enter or update a constituent's education information
1. If the constituent's current or previous education experience provider currently exists within J1 Desktop, enter or select the ID Number. Existing address and contact information automatically appears.
To quickly search for an education experience provider within J1 Desktop, right-click and select Advanced Search. |
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If a constituent's education experience provider does not exist within J1, the information can be entered without entering an ID Number. |
2. In the Name column, enter the name of the organization where the constituent received the education.
3. To view and/or enter feedback regarding the employee's education:
a. Click
the Add Feedback or Review
Feedback
icon. The Review/Add
Comments and Attachments window appears.
b. To add a comment, enter it in the Comment box and click the Add button.
c. To add an attachment, click the Add Attachment button. The Select the File to Attach window appears. Locate the file, select it, and click the Open button. The file appears as an attachment.
d. To print the comments, click the Print button. The Print window appears. Select the appropriate printer and settings, and click the Print button.
e. Click the Close button. The Review/Add Comments and Attachments window closes.
4. From the Country drop-down options, select the country where the constituent received the education.
If the country isn't listed, right-click and select Maintenance Screen to add a new country. |
5. Use the address columns to enter where the constituent received the education.
6. From the Education Type drop-down options, select a description of the education the employee received. For example, trade school, conference, university, etc.
If the appropriate education type isn't listed, right-click and select Maintain Definitions to add a type of education. |
7. From the Education Received drop-down options, select the type of education the employee received. For example, a bachelors degree, a certification, etc.
If the appropriate education type isn't listed, right-click and select Maintain Definitions to add a type of education. |
8. In the Description column, enter any additional information about the education received.
9. If this is the constituent's highest earned degree or certification, select the Highest Earned Cert/Degree? checkbox.
10. In the Major columns, enter the constituent's major field(s) of study.
11. In the Minor columns, enter the constituent's minor field(s) of study.
12. In the Years Completed column, enter the number of years it took the constituent to achieve the education.
13. In the Completed When column, enter the month and year when the constituent completed the education.
14. If the constituent completed a graduating program, select the Graduated? checkbox. If the constituent completed the graduating program with special academic achievement, select the With Honors? checkbox.
15. From the Cert/Degree State Type options, select the state or type of the certificate or degree from the drop-down list, for example, Master's or No Degree.
If the state or type isn't listed, right-click and select Maintain Definitions to add a new option to the drop-down list. |
16. In the License # column, enter any applicable license number the constituent earned.
17. From the Date Expires options, enter or select the date when the license earned expires.
18. If this is the highest attainable degree in the area of study, select the Terminal Degree checkbox.
19. Save. The education information is saved for the constituent and now appears in the left-hand side panel.
Enter or update a constituent's affiliation information
1. In the Affiliation column, enter the name of the affiliation.
2. To view and/or enter feedback regarding the employee's affiliation:
a. Click
the Add Feedback or Review
Feedback
icon. The Review/Add
Comments and Attachments window appears.
b. To add a comment, enter it in the Comment box and click the Add button.
c. To add an attachment, click the Add Attachment button. The Select the File to Attach window appears. Locate the file, select it, and click the Open button. The file appears as an attachment.
d. To print the comments, click the Print button. The Print window appears. Select the appropriate printer and settings, and click the Print button.
e. Click the Close button. The Review/Add Comments and Attachments window closes.
3. From the From and To options, enter or select the dates the constituent was associated with this affiliation.
4. Save. The affiliation information is saved for the constituent and now appears in the left-hand side panel.